Approval first
No change is made before a person approves it.
New vendor setup
Collect a new vendor’s W-9, bank and contact details, check them, and prepare the vendor record for approval.
On request: built from Luminorix services that run today. It is configured for your business and systems, and checked with you, before it is switched on.
EXAMPLE REQUEST
What you ask.
What comes back.
An illustrative request. Your agent works on your own systems and records.
Good for: Finance & accounting, Operations & purchasing
Industries: Any industry
New vendor setupOdoo + Microsoft 365 mail
Sample dataSet up the new packaging supplier.
You get a complete vendor record and a list of anything missing.
Illustrative example with sample data. Nothing here was sent or posted.
WHAT LUMINORIX DOES
Step by step.
- Prepares the workReads the vendor’s emails and forms.
- Asks firstShows a complete vendor record and a list of anything missing on an approval card.
- Does it and records itOnly after approval does it make the change in your system, and it logs what changed.
SYSTEMS IT CONNECTS
Works with what you use.
- Odoo
- Microsoft 365 mail
Connector availability, data scope and permitted actions are confirmed for your systems before deployment.
WHERE YOU STAY IN CONTROL
Clear boundaries.
Agreed scope
It acts only where and how it was allowed to.
Reversible and logged
Every change is recorded and can be undone.
RELATED USE CASES
Often paired with.
START WITH ONE RECURRING JOB
Which work should an agent
take off your plate first?
Bring one recurring job. We map the systems, the access and the approval points, and show the agent doing it on sample data.